China’s automotive giant BYD has overtaken Tesla to become the world’s top seller of electric vehicles in 2025, setting a new global sales record and reshaping the competitive landscape of the EV market.
According to multiple reports, BYD’s total electric vehicle deliveries have surged this year, placing the Shenzhen‑based company above longtime EV leader Tesla. Early data indicate BYD achieved record EV sales figures in 2025, outpacing Tesla’s deliveries and capturing the top spot in global electric vehicle sales. Industry observers describe this milestone as a historic shift in the EV sector, with BYD capitalising on strong domestic demand, rapid product expansion, and rising international sales. While Tesla has yet to release final full‑year numbers, estimates suggest its annual sales will fall short of BYD’s totals.
BYD’s aggressive production strategy includes a diversified lineup of battery electric vehicles (BEVs) and plug‑in hybrids, allowing it to appeal to a broad range of customers worldwide. The company’s well‑integrated supply chain — encompassing batteries, motors, and electronic systems — has helped it streamline manufacturing and reduce costs. Analysts also point to BYD’s rapid international penetration, particularly in Europe and Asia, where its EVs have posted substantial year‑on‑year growth rates and attracted new buyers.
Tesla, long considered the benchmark for electric car makers, has faced headwinds with slower growth in some regions and increasing competition from domestic and foreign brands. Despite strong brand recognition and loyal customers, Elon Musk’s company now finds itself trailing BYD in overall EV sales for the first time. Market analysts expect BYD’s lead to persist into 2026 if current trends continue — highlighting an evolving global EV industry where traditional assumptions about leadership are shifting.
